Senior New-Business Financial Adviser – London
Senior New-Business Financial Adviser – London

Senior New-Business Financial Adviser – London

London Full-Time 60000 - 75000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Generate new business and build lasting client relationships in wealth management.
  • Company: Reputable wealth management firm in Greater London.
  • Benefits: Competitive salary up to £75,000, PMI, and health plans.
  • Why this job: Enjoy a balanced career while making a real difference in clients' financial lives.
  • Qualifications: Proven track record in winning clients and Level 4 qualification required.
  • Other info: Opportunity for personal growth and professional development in a rewarding environment.

The predicted salary is between 60000 - 75000 £ per year.

A wealth management firm in Greater London is seeking an experienced Financial Adviser focused on generating new business. The ideal candidate will bring a proven track record in winning clients, with a Level 4 qualification being essential.

This role offers a competitive salary of up to £75,000, alongside additional benefits like PMI and health plans. The position is perfect for someone wanting a balanced, rewarding career with the chance to build trust and provide valuable financial planning.

Senior New-Business Financial Adviser – London employer: Financial Divisions

Join a leading wealth management firm in Greater London, where we prioritise employee well-being and professional growth. Our supportive work culture fosters collaboration and innovation, offering you the chance to thrive in your career while enjoying competitive benefits such as private medical insurance and health plans. With a focus on building trust and delivering exceptional financial planning, this role is ideal for those seeking a meaningful and rewarding career path.
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Contact Detail:

Financial Divisions Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior New-Business Financial Adviser – London

Tip Number 1

Network like a pro! Get out there and connect with industry professionals at events or online. Building relationships can lead to referrals and new business opportunities.

Tip Number 2

Showcase your expertise! Consider hosting webinars or writing articles on financial planning. This not only positions you as a thought leader but also attracts potential clients who value your insights.

Tip Number 3

Leverage social media! Use platforms like LinkedIn to share your success stories and client testimonials. It’s a great way to build trust and visibility in the financial advisory space.

Tip Number 4

Don’t forget to apply through our website! We’re always on the lookout for talented individuals like you. Make sure your application stands out by highlighting your client-winning strategies.

We think you need these skills to ace Senior New-Business Financial Adviser – London

Client Acquisition
Financial Planning
Wealth Management
Level 4 Qualification
Relationship Building
Trust Building
Sales Skills
Communication Skills
Negotiation Skills
Market Knowledge
Regulatory Knowledge
Analytical Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in winning clients and generating new business. We want to see how your Level 4 qualification has helped you succeed in previous roles, so don’t hold back!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've built trust with clients and provided valuable financial planning.

Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and percentages to demonstrate how you’ve successfully grown your client base or improved financial outcomes in past positions.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!

How to prepare for a job interview at Financial Divisions

Know Your Numbers

As a Senior New-Business Financial Adviser, you’ll need to demonstrate your expertise in financial metrics. Brush up on key performance indicators and be ready to discuss how you've successfully generated new business in the past. Bring specific examples of client wins and the strategies you used to secure them.

Showcase Your Qualifications

With a Level 4 qualification being essential, make sure you highlight this during the interview. Be prepared to discuss how your qualifications have equipped you to handle complex financial situations and how they’ve contributed to your success in winning clients.

Build Rapport

This role is all about building trust with clients, so show your interpersonal skills during the interview. Engage with your interviewers, ask questions, and listen actively. Demonstrating your ability to connect with people will set you apart as a candidate who can foster strong client relationships.

Research the Firm

Before the interview, take some time to research the wealth management firm. Understand their values, services, and target clientele. This knowledge will not only help you tailor your responses but also show that you’re genuinely interested in contributing to their success.

Senior New-Business Financial Adviser – London
Financial Divisions
Location: London
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  • Senior New-Business Financial Adviser – London

    London
    Full-Time
    60000 - 75000 £ / year (est.)
  • F

    Financial Divisions

    50-100
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